Shadowfax Capital is a boutique merger and acquisition advisory firm providing a multi-disciplined approach to the widely underserved lower middle-market. Our clients are entrepreneurs, small business owners and investor groups who are interested in the purchase or sale of privately-held companies throughout all industry sectors. Our advisory team consists of entrepreneurial-minded merger and acquisition professionals with extensive experience and long-standing relationships with strategic acquirers, private equity firms, high net-worth individuals, and public companies. Our advisors are best in class, each with decades of experience operating within their respective industry, ensuring our clients receive a deep level of expertise. By combining transactional expertise with in-depth industry knowledge, Shadowfax Capital maintains a reputation as a creative and trusted partner for entrepreneurs and investors pursing a purchase or sale transaction.  


Sell Side

Each sell-side assignment is handled by a seasoned Managing Director who is directly responsible for, and actively involved in, every phase of the project. We conduct an in depth analysis and valuation of the business and prepare marketing materials before reaching out to our network of potential acquirers. We lead the process and zealously advocate for our clients from the indication of interest straight through to closing. We work in close contact with owners, investors, internal and external accountants, attornies, and other fiduciaries throughout the entire process. Shadowfax Capital has been built on the foundation of trust and confidentiality, and each team member represents our clients as if the business was their own.  

Buy Side

With years of working with entrepreneurs and family businesses, Shadowfax Capital provides our buy-side clients with considerable advantages. In addition to our nationwide rolodex of acquisition contacts, we assist our clients with developing acquisition criteria, evaluating strategic alternatives, identifying and approaching unique and optimal acquisition targets, and guiding our clients through the acquisition process.


Managing Director

(617) 803 - 6606

David has over ten years of extensive experience across industries representing investors, entrepreneurs, small business owners, and strategic acquirers in their pursuit of investment, purchase and sale transactions. Prior to founding Shadowfax Capital, David worked in both public and private equity financing, venture capital, and corporate development. David specializes in financial analysis and business valuation. David received his Masters in Business Administration and his Juris Doctorate from Suffolk University Business School and Law School, respectively. He is licensed to practice law in Massachusetts and New York State. David received his Bachelor of Science in Finance from the Kelley School of Business at Indiana University, Bloomington. 

David Wolberg

Steven Wolberg

Managing Director

(617) 306 - 0475

Steven has over twenty-five years of experience overseeing transactions in the legal, real estate, health care and payments industries. He is seasoned in identifying, structuring, negotiating and documenting strategic mergers and acquisitions, investments and partner alliances. Prior to joining Shadowfax Capital, Steven served as a principal at Saber Ventures, an M&A firm focused in the health care arena, successfully representing numerous clients in the purchase and sale of their enterprises. Steven has a Juris Doctor degree and is a member of the Massachusetts Bar Association. He also has an undergraduate and Bachelor of Laws from the University of the Witwatersrand, South Africa.


Shadowfax Capital

M&A Advisory Services